iShares Yield Optimized Bond ETF
BYLD
64 hedge funds and large institutions have $126M invested in iShares Yield Optimized Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
15% more capital inflows, than outflows
Capital inflows: $12.8M | Capital outflows: $11.1M
5% more funds holding
Funds holding: 61 → 64 (+3)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
0.09% less ownership
Funds ownership: 44.19% → 44.1% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.68M |
| 2 |
Kestra Private Wealth Services
Austin,
Texas
|
+$1.3M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.24M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$800K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$785K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$4.91M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.19M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$754K |
| 4 |
KPP Advisory Services
Louisville,
Kentucky
|
-$709K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$467K |
BYLD Hedge Fund Activity: Q2 2025 in Review
64 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in iShares Yield Optimized Bond ETF (BYLD) for Q2 2025, worth a combined $126M — up 2.5% from $122M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BYLD positions and 8 closed out — a net gain of 4 holders — while 22 added to existing stakes and 22 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $4.68M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $4.91M sold.
- 64 institutional investors held iShares Yield Optimized Bond ETF (BYLD) as of Q2 2025, up from 61 in Q1 2025.
- Funds reported $126M of iShares Yield Optimized Bond ETF stock for Q2 2025, up 2.5% quarter-over-quarter.
- 12 funds opened new iShares Yield Optimized Bond ETF positions in Q2 2025 and 8 closed out, a net change of +4 holders.
- The largest iShares Yield Optimized Bond ETF buyer in Q2 2025 was Osaic Holdings, an estimated $4.68M added.
- The largest iShares Yield Optimized Bond ETF seller in Q2 2025 was Sigma Planning Corp, an estimated $4.91M sold.
Based on aggregated 13F filings for Q2 2025.